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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $29,683 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,250 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,432 | $75,183-63.5% | $123,894-77.9% | $55,167-50.3% |
| Participation rate | 61.2% | 72.8%-11.6pp | 81.4%-20.2pp | 69.0%-7.8pp |
| Annual return | 13.58% | 19.01%-5.4pp | 47.52%-33.9pp | 169.23%-155.6pp |
| Employer contribution / active EE | $607 | $2,823-78.5% | $4,617-86.8% | $1,963-69.1% |
| Participant deferral / active EE | $5,629 | $5,084+10.7% | $5,984-5.9% | $3,054+84.3% |
| Admin fee / account holder | $7 | $663-99.0% | $8,357-99.9% | $504-98.7% |